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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,838 | $118,708-53.8% | $98,920-44.6% | $158,966-65.5% |
| Participation rate | 36.8% | 77.8%-41.0pp | 76.0%-39.2pp | 82.0%-45.1pp |
| Annual return | 11.53% | 372.49%-361.0pp | 196.47%-184.9pp | 302.95%-291.4pp |
| Employer contribution / active EE | $770 | $3,334-76.9% | $2,689-71.4% | $4,762-83.8% |
| Participant deferral / active EE | $1,177 | $5,089-76.9% | $4,245-72.3% | $5,983-80.3% |
| Admin fee / account holder | $5,039 | $10,134-50.3% | $6,643-24.1% | $11,250-55.2% |